Ira Fateman Certified Financial Planner™
Senior Associate
I have over 30 years of experience in financial services. In addition to completing the executive certificate in personal financial planning program...
Elizabeth Prindle Certified Financial Planner™
Senior Associate
(650) 394-7994
My passion is helping individuals and couples gain mastery over monitoring and increasing their net worth in order to reach their financial goals...
Monique San Miguel Lopez Candidate for CFP® certification
Senior Associate
415-340-2559
I enjoy stewarding clients through financial opportunities, choices, and decision making. Helping clients identify what they are striving towards and...
S. Nasira Iqbal CFP®, MS. AFP.FLP
Financial Planning Consultant
415-617-5985
I am blessed to have been in the financial planning profession, “a true helping profession,” for over 12 years of my life. My mission is to remove the...
Minna Fernan
510-865-0300
I have served as a professional fiduciary specializing in trust administrations for the past six years. I am committed to the aging population and...
